Purchases and Sales Made in Q1 2023 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES CALIFORNIA MUNI BOND E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5+ 0.08% |
$279 - $288
|
6.24K
$356K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3+ 0.06% |
$167 - $173
|
5K
$285K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
1+ 0.02% |
$55.8 - $57.7
|
5.6K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-18- 0.25% |
$1K - $1.04K
|
7.28K
$415K
|
|
|
Apr 12, 2023
Q1 2023
|
Client First Capital LLC
|
SELL
|
- |
-80- 0.45% |
$4.46K - $4.61K
|
17.7K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-95- 0.73% |
$5.3K - $5.48K
|
12.9K
$735K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-121- 1.62% |
$6.75K - $6.98K
|
7.36K
$420K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-123- 1.1% |
$6.86K - $7.09K
|
11K
$629K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-132- 4.34% |
$7.37K - $7.61K
|
2.91K
$166K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-163- 4.13% |
$9.1K - $9.4K
|
3.79K
$216K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-220- 3.24% |
$12.3K - $12.7K
|
6.56K
$374K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-290- 0.4% |
$16.2K - $16.7K
|
72.1K
$4.12M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-400- 1.95% |
$22.3K - $23.1K
|
20.1K
$1.15M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-436- 4.4% |
$24.3K - $25.1K
|
9.47K
$540K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-436- 0.86% |
$24.3K - $25.1K
|
50K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-500- 4.18% |
$27.9K - $28.8K
|
11.5K
$654K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-616- 55.85% |
$34.4K - $35.5K
|
487
$27.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-644- 7.28% |
$35.9K - $37.1K
|
8.2K
$468K
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-880- 15.13% |
$49.1K - $50.7K
|
4.94K
$282K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-942- 0.53% |
$52.6K - $54.3K
|
176K
$10.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.11K- 0.81% |
$61.9K - $64K
|
136K
$7.74M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.12K- 0.64% |
$62.3K - $64.4K
|
172K
$9.83M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.35K- 5.58% |
$75.4K - $77.9K
|
22.9K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 30.62% |
$92.4K - $95.4K
|
3.75K
$214K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.93K- 5.5% |
$108K - $111K
|
33.2K
$1.9M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.96K- 1.12% |
$109K - $113K
|
172K
$9.84M
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.98K- 22.01% |
$111K - $114K
|
7.02K
$400K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.99K- 23.33% |
$111K - $115K
|
6.53K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.99K- 2.19% |
$111K - $115K
|
88.6K
$5.05M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.99K- 27.25% |
$111K - $115K
|
5.3K
$303K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 3.47% |
$116K - $120K
|
57.9K
$3.31M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-2.13K- 31.24% |
$119K - $123K
|
4.69K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.5K- 16.65% |
$140K - $144K
|
12.5K
$714K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.96K- 8.87% |
$165K - $171K
|
30.4K
$1.74M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.29K- 35.11% |
$183K - $189K
|
6.07K
$346K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.41K- 50.15% |
$190K - $196K
|
3.39K
$193K
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-4.03K- 8.4% |
$225K - $232K
|
43.9K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.45K- 4.33% |
$249K - $257K
|
98.4K
$5.62M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.48K- 0.78% |
$250K - $258K
|
572K
$32.6M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.52K- 14.08% |
$252K - $261K
|
27.6K
$1.57M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.05K- 13.55% |
$282K - $291K
|
32.2K
$1.84M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.1K- 7.75% |
$284K - $294K
|
60.7K
$3.46M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.39K- 14.07% |
$301K - $311K
|
33K
$1.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-5.69K- 7.57% |
$318K - $328K
|
69.5K
$3.97M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-6.59K- 2.66% |
$368K - $380K
|
242K
$13.8M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-7.46K- 26.2% |
$416K - $430K
|
21K
$1.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.25K- 1.66% |
$460K - $475K
|
487K
$27.8M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.79K- 27.47% |
$491K - $507K
|
23.2K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.8K- 6.43% |
$602K - $622K
|
157K
$8.95M
|